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Delete Clients dialog

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Use this dialog to delete the current-year data files for a single client or for multiple clients.
note
Depending on your security configuration, you might be required to enter the master password and select OK before you can proceed.&
To open this dialog, select File > Delete.
After client files are deleted, UltraTax CS cannot recover them. Therefore, we recommend that you back up the client's data before deleting it.
note
  • If a client is open, that client automatically appears in the Clients to delete pane on the right. If you do not want to delete the open client, highlight the client's name and select the Remove button.
  • If you attempt to delete a client whose data is password-protected, UltraTax CS prompts you to either enter the password or skip the deletion of the protected client's data.

Fields & buttons

Clients available to delete
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) you want to delete and choose the Select button to move them to the Clients to delete pane on the right.
note
To sort the client list by client ID, name, or entity type, choose the word Client ID, Name, or Entity in the title bar of the list pane.
Clients to delete
Lists the clients you have selected for deletion.
note
If a client is open, that client automatically appears in this list pane. If you do not want to delete the open client, highlight the client's name and select the Remove button.
note
Tips
  • To remove a client from this list, highlight the client and select the Remove button. The client moves to the Clients available to delete pane on the left.
  • To sort the client list by client ID, name, or entity type, choose the word Client ID, Name, or Entity in the title bar of the list pane.
Select button
To move a client from the left pane to the right pane, highlight the client and choose this button. The client moves to the right pane.
Remove button
To deselect a client, highlight the client in the list pane on the right, then select this button. The client moves to the list pane on the left.

Focus group box

Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the
1040
 checkbox.
note
Mark the
Other
 checkbox to include 990, 5500, 706, and 709 clients in the list.
Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Event
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Modify button
Select this button to change the selection in the adjacent field.

Other fields

Delete Fixed Assets CS client data
Mark this checkbox to delete the client's depreciation data from both UltraTax CS and Fixed Assets CS.
  • If this checkbox is marked, the client is deleted from both applications.
  • If this checkbox is not marked, the client is deleted from UltraTax CS, but is not deleted from Fixed Assets CS.
note
This checkbox is available only if you have Fixed Assets CS and if the two applications share client depreciation data.

This article applies to:

  • PRODUCT: UltraTax CS

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